Grow Relationships Across Generations with Financial Education
Offer turnkey financial education that converts next-generation family members into next-generation clients.
FinTech Breakthrough Award for “Best Financial Education Platform”
Keep the Relationship.
Keep the Assets.
Goalsetter gives advisors a scalable way to stay present between meetings and build long-term loyalty across generations.
1.
Strengthen relationships across the full household.
2.
Use financial education as a lever to prompt financial conversations and account openings.
3.
Reinforce your value with topical and personalized education for every member of the house.
The $84T Wealth Transfer is Here.
What's your firm's plan?
Most firms have strong relationships with one decision-maker, but weak ties to everyone else who influences (and eventually inherits) financial decisions.
The Result: Fragmented family planning and lost assets at the moment they matter most. Goalsetter can help
- Connect Heirs to Advisors before wealth transfers occur
- Open accounts for the next generation today.
- Demonstrate the financial education gap - and the need for an advisor's expertise.
- Cement your firm's position as "family first."
Moneylingo
Financial Education for Clients and their families too.
- Supports the topics families ask about most with short form videos and quizzes that covers saving, budgeting, investing basics, credit, and risk
- Designed for real engagement—more effective than PDFs, newsletters, or one-time workshops
- Reinforces your value between meetings—without adding time to your calendar
Learn to Earn
Incentive-based education that motivates the next generation to complete lessons. Turn engagement into concrete financial next steps.
- Unlock rewards when learners complete key lessons or milestones
- Encourage next-gen financial readiness through structured learning paths
- Support next-gen account-opening journeys in a guided, education-first way
- Create a repeatable system for engagement that doesn’t add advisor workload
What Families Learn and Why It Matters to Your Practice
Actionable lessons that support better decisions today—and a smoother wealth transfer tomorrow.
Students build a real-world understanding of how money works with topics covering earning, spending, saving, and planning, so they can make confident choices instead of guessing. Lessons connect everyday decisions to long-term outcomes through relatable scenarios and practical tools.
Goalsetter makes saving feel achievable by teaching students how to save consistently, set meaningful goals, and understand tradeoffs behind purchases. Interactive challenges help learners build habits and track progress over time.
Students learn how credit cards, loans, interest, and credit scores work, and how borrowing decisions affect future options. Real-world examples help students understand both the benefits and the costs before taking on debt.
Students learn how emergency funds, insurance, and planning can reduce the impact of unexpected financial setbacks. Scenario-based lessons show how preparation improves outcomes when life changes fast.
Students and families build a shared money language that supports clearer discussions about goals, spending, and boundaries. Lessons encourage healthier communication so financial decisions become more consistent and less stressful.
99% of women want financial education for themselves - and their families too
That’s why families need financial advisors to help them prepare their children for the successful transition and preservation of wealth.
